Nicholas Gregory

Nicholas Gregory Email and Phone Number

Account Executive @ SBG Funding
Nicholas Gregory's Location
Old Bridge, New Jersey, United States, United States
About Nicholas Gregory

Dedicated sales professional with a proven track record of success in the financial, insurance and tech industries. With experience gained at prestigious institutions including PNC, SHI, and New York Life, I bring a wealth of expertise in banking, sales, account management, and financial services.During my tenure at PNC, I honed my skills as a banker, providing tailored financial solutions to meet the diverse needs of clients. This experience equipped me with a deep understanding of financial products and the ability to forge strong client relationships built on trust and integrity.Transitioning to SHI, I thrived in the role of an inside account manager, where I demonstrated my ability to navigate complex sales processes and exceed revenue targets. My time at SHI further developed my proficiency in strategic account management, negotiation, and solution selling.Most recently, as a registered representative at New York Life, I leveraged my expertise to help clients secure their financial futures through comprehensive insurance and investment strategies. This role sharpened my ability to analyze market trends, assess risk, and provide personalized recommendations to meet individual financial goals.Driven by a passion for delivering exceptional service and driving business growth, I am committed to leveraging my skills and experience to make a meaningful impact in the sales arena. Let's connect to explore how we can collaborate and drive success together.

Nicholas Gregory's Current Company Details
SBG Funding

Sbg Funding

View
Account Executive
Nicholas Gregory Work Experience Details
  • Sbg Funding
    Account Executive
    Sbg Funding May 2024 - Present
    New York, New York, United States
    Provide tailored financial solutions to businesses seeking to grow and thrive. With a keen understanding of market trends and a commitment to client success, I leverage my expertise to develop strategic partnerships and deliver exceptional results.
  • New York Life Insurance Company
    Registered Representative
    New York Life Insurance Company Dec 2022 - Jan 2024
    Built and maintained a strong book of business through consistent communication andproblem solving on behalf of new and existing clientele.Developed communitive skills in a professional, team setting by delivering feedback andbuilding strong working relationships, across multiple teams.Researched trends and tech consumer habits to earn customer trust by offering consistentand fair pricing models and recommending next purchasing steps. Offered high valueinsights… Show more Built and maintained a strong book of business through consistent communication andproblem solving on behalf of new and existing clientele.Developed communitive skills in a professional, team setting by delivering feedback andbuilding strong working relationships, across multiple teams.Researched trends and tech consumer habits to earn customer trust by offering consistentand fair pricing models and recommending next purchasing steps. Offered high valueinsights and upsells to qualified buyers.Dedicated and certified Registered Representative with a strong foundation in financialservices and investment products. Proven expertise in assisting clients with financialplanning, recommending suitable securities, and ensuring compliance with regulatorystandards. Show less
  • Shi International Corp.
    Inside Sales Account Manager
    Shi International Corp. Nov 2021 - Jan 2023
    Somerset, New Jersey, United States
    Established and cultivated a robust client portfolio by proactively communicating with new and existing clients, and skillfully resolving their issues and concerns.Skilled in identifying client needs and developing tailored solutions to meet their business goals.Challenged my role in a dynamic organization where I can leverage my expertise and contribute to the growth and success of the business.Managed a high-value client account with a multi-billion dollar company,… Show more Established and cultivated a robust client portfolio by proactively communicating with new and existing clients, and skillfully resolving their issues and concerns.Skilled in identifying client needs and developing tailored solutions to meet their business goals.Challenged my role in a dynamic organization where I can leverage my expertise and contribute to the growth and success of the business.Managed a high-value client account with a multi-billion dollar company, handling over 100 requests per week and generating an average monthly revenue of $1 million. Show less
  • Jersey Strong
    Membership Advisor
    Jersey Strong Jul 2021 - Oct 2021
    Old Bridge, New Jersey, United States
    Drove new total-contract value production through first time sales, customer upsells and value-added buying incentives. Built relationships with local businesses to sell in-house display advertising inventory.Consistently increased skills in verbal communication, emotional intelligence and conflict management via constant customer interaction and shift planning with team leaders.Responsible for the successful attainment of monthly and quarterly quotas. Maintained and advised… Show more Drove new total-contract value production through first time sales, customer upsells and value-added buying incentives. Built relationships with local businesses to sell in-house display advertising inventory.Consistently increased skills in verbal communication, emotional intelligence and conflict management via constant customer interaction and shift planning with team leaders.Responsible for the successful attainment of monthly and quarterly quotas. Maintained and advised existing customers on new sales incentives. Organized, budgeted and facilitated membership events to build awareness for new potential buyers. Show less
  • Gojet Airlines
    Flight Attendant
    Gojet Airlines Apr 2020 - Aug 2020
  • Pnc
    Personal Banker
    Pnc Feb 2017 - Feb 2020
    Maumee, Ohio
    Advised clients on a range of banking products and services, including accounts, loans, and credit options, tailoring recommendations to meet individual financial needs.Applied strong analytical and problem-solving skills to assess clients' financial situations and provide effective solutions.Cultivated and maintained client relationships through proactive communication and personalized service.Collaborated with team members to meet and exceed branch goals, contributing… Show more Advised clients on a range of banking products and services, including accounts, loans, and credit options, tailoring recommendations to meet individual financial needs.Applied strong analytical and problem-solving skills to assess clients' financial situations and provide effective solutions.Cultivated and maintained client relationships through proactive communication and personalized service.Collaborated with team members to meet and exceed branch goals, contributing to the overall success of the bank.Responsible for the successful attainment of monthly and quarterly quotas. Maintained and advised existing customers on new sales incentives. Organized, budgeted and facilitated membership events to build awareness for new potential buyers. Show less
  • Erie Ottawa Regional Airport
    Line Service Technician
    Erie Ottawa Regional Airport May 2016 - Mar 2017
    Port Clinton, Ohio
    Responsible for serving, refueling and attending all aircraft. Handled purchasing inventory for airport operations. Attended the front desk to provide excellent service to clients. Organized and operated three, 6 week sessions of a aviation learning program; each hosting 12 children between the ages of 12-16. Operated company vehicles to transport aircraft and clients.
  • Ups
    Package Handler
    Ups Sep 2016 - Feb 2017
    Toledo, Ohio Area
    Responsible for the safe loading of packages into trailers. Sorted packages based on location. Lifted packages over 70 pounds in weight alone. Lifted packages over 100 pounds in weight with a second person to assist. Participated in hazmat and safety training programs. Trained in safe package handling and sorting methods to maximize delivery capability.
  • Bowling Green State University
    Resident Advisor
    Bowling Green State University Aug 2015 - May 2016
    Toledo, Ohio Area
    Supervised 40+ student residents. Upheld university policies with student residents. Communicated with student residents and aided in daily operations of a residence hall through a front desk position. Attended weekly meetings regarding campus and residence hall events. Performed nightly walks to ensure the safety and security of the residence hall and student residents. Trained in student communication and conflict resolution.

Nicholas Gregory Education Details

Frequently Asked Questions about Nicholas Gregory

What company does Nicholas Gregory work for?

Nicholas Gregory works for Sbg Funding

What is Nicholas Gregory's role at the current company?

Nicholas Gregory's current role is Account Executive.

What schools did Nicholas Gregory attend?

Nicholas Gregory attended Bowling Green State University.

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